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fix: avoid duplicated /SearchForReport calls #60810
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mountiny
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Expensify:main
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callstack-internal:avoid-duplicated-search-for-reports-calls
May 15, 2025
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a9ab1fe
fix: avoid duplicated /SearchForReport calls
martasudol 0b5ea99
Merge branch 'main' into avoid-duplicated-search-for-reports-calls
martasudol d1f5510
fix: avoid duplicated /SearchForReport calls
martasudol 52b835f
fix: avoid duplicated /SearchForReport calls
martasudol 2e9d962
fix: avoid duplicated /SearchForReport calls
martasudol 712ca22
fix: avoid duplicated /SearchForReport calls
martasudol fdf27e4
fix: avoid duplicated /SearchForReport calls
martasudol 214c235
fix: avoid duplicated /SearchForReport calls
martasudol c2849bb
fix: avoid duplicated /SearchForReport calls
martasudol 6d7b55e
Fix bug with /SearchForReports calls on input focus
martasudol a0c27f6
Moved Search feature documentation to contributingGuides
martasudol 69fe490
Revert docs/_data_.routes.yml to match main
martasudol fda4689
Fix prettier issues
martasudol b4a006c
Fix tests
martasudol 65a1c8d
Fix prettier
martasudol 26ad8a4
Fix prettier
martasudol 3c97469
Use getQueryWithoutFilters to rely on query comparison to handle sear…
martasudol cc05bde
prettier & eslint fixes
martasudol a75af9c
prettier & eslint fixes
martasudol 2d89229
prettier & eslint fixes
martasudol 9420b43
Refactoring
martasudol 43c5bb1
Prettier
martasudol 641f18c
Merge branch 'main' into avoid-duplicated-search-for-reports-calls
martasudol 6f94129
build search query optimization
martasudol 5997f36
PR comments addressed
martasudol aa28dc9
prettier fixes
martasudol 68cd35b
Merge branch 'main' into avoid-duplicated-search-for-reports-calls
martasudol 83d600e
fix: `/SearchForReports` call on autocomplete result item click
martasudol 2f7f97f
fix: `/SearchForReports` call missing for narrow resolutions
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Original file line number | Diff line number | Diff line change |
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--- | ||
title: Search Functionality in New Expensify | ||
description: Learn how to effectively use the powerful search feature in New Expensify to find and filter your financial data quickly and efficiently. | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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The Search functionality in New Expensify provides a powerful way to locate and filter financial data. | ||
With advanced autocomplete suggestions and predefined filters, you can quickly find specific expenses, reports, | ||
invoices, and more across the platform. | ||
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## Main Uses | ||
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- **Locate specific transactions** - Quickly find expenses, invoices, or other financial data using keywords or filters. | ||
- **Filter by status** - Easily view items based on their current state (Drafts, Outstanding, Approved, etc.). | ||
- **Save frequent searches** - Store commonly used search parameters for quick access in the future. | ||
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## Search Components | ||
The search functionality in Expensify consists of several key components: | ||
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- **Search input** - Located at the top of the Reports view for entering search terms. | ||
- **Left-hand navigation (LHN)** - Allows switching between different data types and saved searches. | ||
- **Predefined filters** - Quick-access filters at the top of each list view. | ||
- **Autocomplete modal** - Suggestions that appear as you type in the search input. | ||
- **Results list** - The formatted list of search results displayed below the filters, showing matching items based on | ||
your search criteria and selected filters. | ||
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# How Search Works | ||
## Basic Navigation | ||
1. When you select a data type from the LHN (Expenses, Expense Reports, Chats, Invoices, or Trips), the system calls the `/Search` endpoint to display results. | ||
2. Selecting a predefined filter (All, Drafts, Outstanding, etc.) also triggers the `/Search` endpoint with the appropriate parameters. | ||
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## Using Predefined Filters | ||
Each data type offers specific predefined filters for quick access: | ||
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1. Navigate to the desired data type view (e.g., Expenses) via the LHN. | ||
2. At the top of the list, select one of the predefined filters: | ||
- **All** - Shows all items (default selection) | ||
- **Drafts** - Items not yet submitted | ||
- **Outstanding** - Items awaiting action | ||
- **Approved** - Items that have received approval | ||
- **Done** - Completed items | ||
- **Paid** - Items that have been reimbursed or paid | ||
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Note: Available filters may vary depending on the data type selected. | ||
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## Using the Search Input | ||
The search input provides powerful functionality: | ||
1. Click in the search field at the top of the Reports view. | ||
2. Begin typing your search term. | ||
3. The autocomplete modal appears with suggestions: | ||
- The first option always shows your exact search text with a magnifying glass icon | ||
- Additional suggestions based on your input from `/SearchForReports` and Onyx data | ||
4. Select first suggestion (magnifying glass icon with search text) or press Enter to execute the search (`/Search` endpoint call). | ||
5. Clicking on any other suggestion (retrieved from either `/SearchForReports` or Onyx data) directly opens the selected report by calling the `/OpenReport` endpoint. |
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